Fintech Product Management : Become a Fintech PM from Udemy

Whether you're dreaming of becoming a product manager, already working in fintech, or just curious about managing techy finance products, this course is your perfect match. We've packed it with all the juicy details you need to know about finance, tech, and how to manage fintech products like a pro. Get ready to learn a ton and tackle the fintech world with confidence.

What You'll Learn:

Foundations of Product Management: Understand the core principles of product management, including the roles, responsibilities, and daily activities of a product manager within fintech companies like GRAB and Stripe.
Introduction to Fintech: Gain a solid understanding of the financial technology sector, including banking operations, payment systems, and money instruments.
Global Payment Infrastructure: Explore the payment infrastructures across different countries, including open banking in the UK, UPI in India, and card networks in the USA.
License, Safety, and Security: Learn about payment processors, gateways, banking licenses, compliance, customer security, fraud prevention, and the intricacies of cross-border payments.
Fintech Application Spectrum: Discover the various types of fintech apps, from lending and borrowing platforms to neobanks and investment platforms, and understand their business models.
Advanced Payment Technologies: Delve into NFC, decentralized finance (DeFi), e-money, e-wallets, and Banking as a Service (BaaS), including the evolution from Web 1.0 to Web 3.0.
Product Strategy for Fintech: Develop a compelling product strategy for fintech apps, including product vision, differentiation, and goal setting using the OKR framework.
Product Roadmap and Agile Planning: Master the skills of creating agile product roadmaps, managing product backlogs, and executing sprint planning using tools like JIRA.
Product Analytics: Leverage product analytics for strategic decision-making, learning to use tools like Mixpanel and Google Analytics to understand user behavior and measure product value.
Technical Skills for Product Managers: Acquire essential technical skills, including an introduction to internet workings, APIs, webpage components, and building web apps.

Course Structure:

Section 1: Introduction to Product Management

Course Outline
What is a Product?
Who is a Product Manager?
Product Team at GRAB and Stripe
What is Product Management?
Unveiling What PMs Actually Do
Let's Solve a Problem
Product Team Dynamics
Product Development Process
Let's Pick a Product
Introduction to Course Workbook
Assignment 1: Download and solve the workbook to solidify your understanding.

Section 2: Entering the Fintech Universe

Explore the essentials of finance and technology, unravel the workings of banks, and payment systems, and dive into the world of fintech innovations.

Module Outline
What is a Bank and How Does it Work?
Basics of Payment Systems
Types of Money Instruments
Assignment 2: Engage with an exercise to understand money instruments in depth.

Section 3: Global Payment Infrastructure

Gain a global perspective on payment infrastructure, understanding the key systems in place across different countries.

Payment Infrastructure Across Countries
Open Banking Infrastructure in UK
UPI Infrastructure in India
Cards Network in the USA
Assignment 3: Analyze the payment infrastructures of different countries.

Section 4: Security and Compliance in Fintech

Learn about the critical aspects of licensing, security, and compliance in the fintech sector, including customer safety and fraud prevention.

Introduction to Payment Processor and Payment Gateway
Banking License and Compliance
Customer Security & Safety
Fraud Prevention and Detection
Disputes and Chargebacks
Payment Instruments and Types of Cards
Cross-Border Payment System Using SWIFT
Direct Debit for Recurring Payments
ACH (Automated Clearing House)
Assignment 4: Dive into a case study on fraud prevention.

Section 5: Exploring Fintech Applications

Discover the various types of fintech applications, from lending platforms to insuretech, and learn how these innovations are reshaping finance.

Intro to Fintech Apps
Lending and Borrowing Platforms
Embedded Finance
Introduction to Payment Gateway
Insurance Tech (InsureTech) Platform
Investment Platform
How Neobanks Make Money
Assignment 5: Conceptualize your fintech application.

Section 6: Advanced Payment Technologies

Stay ahead with insights into advanced payment technologies and the future of finance with decentralized finance, e-money, and more.

Advanced Payment Technology (NFC)
Decentralized Finance (DeFi)
E-money and E-wallets
Banking as a Service (BaaS)
Web 1.0, Web 2.0, Web 3.0
Assignment 6: Explore a DeFi project.

Section 7: Crafting Your Fintech Product Strategy

Develop a comprehensive product strategy for fintech applications, from outlining problems to defining success metrics.

Pick Your Product for Course Workbook
Introduction to Product Strategy
Product Strategy Stack for Fintech App
Product Vision and Vision Statement
Product Vision Board
User Persona and Empathy Map
User Journey Map
Jobs-to-be-Done
Market Size Estimation
OKRs for Fintech App
Product Differentiators and Success Metrics
Feature Breakdown List
Summarizing Product Strategy
Assignment 7: Develop a product strategy for your fintech application.

Section 8: Product Roadmap and Planning

Navigate through creating agile roadmaps, understand scrum methodologies, and get hands-on with planning and managing product releases.

Go Product Roadmap
Build Your Agile Roadmap
Brainstorming Sessions
Product Requirement Document (PRD)
Assignment 8: Create an agile roadmap for a fintech product.

Section 9: Leveraging Analytics for Fintech Products

Unlock the power of product analytics for fintech, learning to use data to make informed decisions and measure product success.

Introduction to Product Analytics
User Behavior Tracking
Marketing Analytics vs. Product Analytics
Mixpanel for Fintech
Measuring Product Value
User Cohorts and Value Moments
North Star Metric
Google Analytics and Mixpanel Insights
Assignment 9: Analyze a fintech product using Mixpanel.

Section 10: Mastering Excel for Product Management

Enhance your analytical skills with Microsoft Excel, masteringpivot tables, vlookup, and chart creation to present and analyze product data effectively.

Introduction to Microsoft Excel
Pivot Tables in Excel
Vlookup in Excel
Chart Mastery for Product Data
Assignment 10: Craft a data analysis report using Excel.

Section 11: Technology Insights for Product Managers

Demystify the tech behind fintech products. Understand internet fundamentals, web development, and how APIs fuel fintech innovations.

How the Internet Works
DNS and ISPs Explained
Client-Server Model
Understanding Internet Protocols
Webpage Components
Dive into

Who This Course Is For

This course is designed for individuals at various stages of their careers who are looking to specialize in fintech product management, including:

Aspiring product managers seeking to enter the fintech industry.
Existing product managers in the fintech space looking to deepen their expertise.
Software developers, business analysts, UX/UI designers, and other professionals transitioning to fintech product management roles.
Fintech entrepreneurs and startup founders aiming to build competitive and innovative products.
Anyone with a keen interest in financial technology, product strategy, and agile methodologies.

Enroll Now

By the end of this course, you will have a comprehensive understanding of the fintech industry, from payment systems to regulatory environments, and the skills to develop and manage innovative fintech products. Whether you're looking to advance your career in fintech product management or launch your own fintech startup, this course will provide you with the knowledge, tools, and confidence to succeed. Enroll now and take the first step towards becoming a fintech product management expert.

What's inside

Learning objectives

The foundational principles of product management applied to the fintech industry.
An in-depth understanding of the global financial ecosystem and how fintech is reshaping it.
Key insights into the structure and operations of banks and how fintech interfaces with traditional banking.
The basics and complexities of payment systems and infrastructures across different countries.
Regulatory requirements, banking licenses, and compliance across major markets like india, the uk, and the usa.
Strategies for ensuring customer security and safety, including kyb (know your business) and aml (anti-money laundering) practices.
Techniques for fraud prevention, handling disputes, and managing chargebacks.
Insights into various types of fintech apps, including lending platforms, neobanks, and insurtech solutions.
An exploration of advanced payment technologies such as nfc, decentralized finance (defi), and banking as a service (baas).
Understanding the evolution of the internet from web 1.0 to web 3.0 and its impact on fintech.
Crafting compelling product visions and strategy stacks specifically for fintech applications.

Developing user personas and empathy maps tailored to fintech product users.
Creating user journey maps and identifying jobs-to-be-done to enhance user experience.
Techniques for estimating market size and understanding your product's market fit.
Setting actionable product goals using okrs (objectives and key results) specifically for fintech products.
Identifying and developing product differentiators in the competitive fintech landscape.
Defining success metrics and applying the aarrr (acquisition, activation, retention, referral, revenue) framework to fintech products.
The process of breaking down features and summarizing product strategy for fintech applications.
Developing and managing a product roadmap and agile planning for fintech products.
Writing effective product requirement documents (prds) for clear communication and project alignment.
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The foundational principles of product management applied to the fintech industry.
An in-depth understanding of the global financial ecosystem and how fintech is reshaping it.
Key insights into the structure and operations of banks and how fintech interfaces with traditional banking.
The basics and complexities of payment systems and infrastructures across different countries.
Regulatory requirements, banking licenses, and compliance across major markets like india, the uk, and the usa.
Strategies for ensuring customer security and safety, including kyb (know your business) and aml (anti-money laundering) practices.
Techniques for fraud prevention, handling disputes, and managing chargebacks.
Insights into various types of fintech apps, including lending platforms, neobanks, and insurtech solutions.
An exploration of advanced payment technologies such as nfc, decentralized finance (defi), and banking as a service (baas).
Understanding the evolution of the internet from web 1.0 to web 3.0 and its impact on fintech.
Crafting compelling product visions and strategy stacks specifically for fintech applications.
Developing user personas and empathy maps tailored to fintech product users.
Creating user journey maps and identifying jobs-to-be-done to enhance user experience.
Techniques for estimating market size and understanding your product's market fit.
Setting actionable product goals using okrs (objectives and key results) specifically for fintech products.
Identifying and developing product differentiators in the competitive fintech landscape.
Defining success metrics and applying the aarrr (acquisition, activation, retention, referral, revenue) framework to fintech products.
The process of breaking down features and summarizing product strategy for fintech applications.
Developing and managing a product roadmap and agile planning for fintech products.
Writing effective product requirement documents (prds) for clear communication and project alignment.
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Syllabus

Introduction to Product Management

Course Outline

What is a Product

Who is a Product Manager

Product Team at GRAB and Stripe

What is Product Management

Unveiling What PMs Actually Do

Let's Solve a Problem

Product Team

Product Development Process

Let's Pick a Product

Introduction to Course Workbook

Download and Solve the workbook

Introduction to Finance and Technology (Fintech )

Module Outline

What is a bank and how does it work

Basics of Payment Systems

Types of Money instruments

Payment Infrastructure in the World

Payment Infrastructure Across Countries

Open Banking Infrastructure in UK

UPI Infrastructure in India

Cards Network in the USA

License, Safety and Security

Introduction to Payment processor and Payment Gateway

Banking License and Compliance in India, UK and USA

Customer security & Safety with KYB and Anti-Money Laundering (AML)

Fraud Prevention and Detection

Disputes and Chargebacks

Payment Instruments and Types of Cards.

Cross border payment System using SWIFT

Direct Debit for Reoccuring Payments

ACH (Automated Clearing House )

Various types of Fintech Apps

Intro to Fintech Apps

Landing and Borrowing platforms

Embedded Finance

Introduction to Payment Gateway

Insurance tech (InsureTech) Platform

Investment Platform

How Neobanks makes money

Advance Payment Technology

Advance payment technology (NFC)

Decentralized Finance (DeFi)

E-money and E-wallets

Banking as a Service (BaaS)

Web 1.0, Web 2.0, Web 3.0

Product Strategy

Pick your Product for Course Workbook

Introduction to Product Strategy

Product Strategy Stack

Product Strategy Stack for Fintech App

Product Vision

Product Vision Statement for Fintech App

Product Vision Board

Assignment - Product Vision Board

What is Product Strategy

Step 1 Outline the Problem

Step 2 Identify your User Persona

User Interview for User Persona for the Fintech App

User Persona - Fintech App

Assignment - User Persona

Customer Empathy Map

Customer Empathy Map - Fintech App

Assignment - Customer Empathy Map

User Journey Map

Assignments- User Journey Map

Jobs-to-be-Done

Assignment - Job to be done

Step 3 Introduction to Market Size

Estimating the Market Size

Assignment - Estimating the Market Size

Assignment - Business Model Canvas

Step 4 Introduction to Product Goal

Goal Statement for a Fintech App

OKR (Objective key Results) - Fintech App

Assignment - OKRs

Step 5 Introduction to Product Differentiator

Product Differentiator in a Fintech App

Step 6 How to define Success Metrics for the Product

AARRR Pirate Metric Framework

North Star Metric for a Fintech App

Step 7 Feature Breakdown List for a Fintech App

Summarising Product Strategy for Fintech App

Summary of Product Strategy Module

Product Roadmap and Planning

Assignment - Go Product Roadmap

Assignment - Build your agiile Roadmap

Assignment - Brainstorming Sessions

Product Requirnment Document (PRD)

Product Planning and Release Management

Introduction to Scrum Methodology and Agile Software Development

Agile like i am 5

Agile Software Development

Agile Manifesto and 12 Principles

Scrum events, workflows, and artifacts

Introduction to Product Roadmap and Delivery

Life of a Product manager

Product Analytics for Decision Making

Introduction

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Taught by instructors with industry recognition

Develops skills and knowledge highly relevant to fintech

Covers a wide range of topics, including finance, technology, and product management

Provides hands-on experience through assignments and case studies

May require some prior knowledge of fintech or finance

Does not cover advanced topics in fintech, such as blockchain or artificial intelligence

Career center

Learners who complete Fintech Product Management : Become a Fintech PM will develop knowledge and skills that may be useful to these careers:

Technical Product Manager for Fintech

A Technical product manager for fintech is someone who manages the technical aspects of fintech products. They need to have a strong understanding of fintech, as well as experience in product management. This course will teach you the basics of fintech, with an emphasis on technical product management. It will teach you how to manage technical products, develop roadmaps, and launch products. If you are looking to start a career in technical product management or move into a more senior role, this course is a great option.

See salaries and explore the career path for Technical Product Manager for Fintech

Business Analyst for Fintech

A business analyst for fintech is someone who combines knowledge of the financial industry with experience in business analysis. They need to be able to understand business processes, identify problems, and develop solutions. This course is a great way to learn about the basics of fintech, as well as the specific challenges and opportunities that business analysts for fintech face. Whether you are looking to start a career in business analysis or simply want to learn more about the industry, this course is a great option.

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Product Designer for Fintech

A product designer for fintech is someone who develops and designs fintech products. They need to be able to understand user needs, design user interfaces, and develop prototypes. This course will teach you the basics of fintech, with an emphasis on product design. It will teach you how to design user interfaces, develop prototypes, and test your designs with users. If you are looking to start a career in product design or move into a more senior role, this course is a great option.

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UX Designer for Fintech

A UX designer for fintech is someone who designs user experiences for fintech products. They need to be able to understand user needs, design user interfaces, and test prototypes. This course will teach you the basics of fintech, with an emphasis on UX design. It will teach you how to design user interfaces, develop prototypes, and test your designs with users. If you are looking to start a career in UX design or move into a more senior role, this course is a great option.

See salaries and explore the career path for UX Designer for Fintech

UI Designer for Fintech

A UI designer for fintech is someone who designs user interfaces for fintech products. They need to be able to understand user needs, design user interfaces, and test prototypes. This course will teach you the basics of fintech, with an emphasis on UI design. It will teach you how to design user interfaces, develop prototypes, and test your designs with users. If you are looking to start a career in UI design or move into a more senior role, this course is a great option.

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Tech Lead for Fintech

A Tech lead for fintech is someone who leads a team of engineers in the development of fintech products. They need to have a strong understanding of fintech, as well as experience in team leadership. This course will teach you the basics of fintech, with an emphasis on technical leadership. It will teach you how to manage a team of engineers, develop products, and implement solutions. If you are looking to start a career in technical leadership or move into a more senior role, this course is a great option.

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Technical Program Manager for Fintech

A Technical program manager for fintech is someone who manages the technical aspects of fintech projects. They need to have a strong understanding of fintech, as well as experience in project management. This course will teach you the basics of fintech, with an emphasis on technical program management. It will teach you how to manage technical projects, develop budgets, and track progress. If you are looking to start a career in technical program management or move into a more senior role, this course is a great option.

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Product Manager

A Product Manager is someone who is in charge of a product's strategy, which can include product vision, design, planning, and delivery. They are involved in every stage of a product's life cycle, which means that they need to be familiar with the technology behind the product, as well as the market it is being sold to. This course can help you build a foundation in product management, with an emphasis on fintech products. It will teach you the fundamentals of product management, as well as the specifics of how to manage fintech products. Whether you are looking to start a career in product management or move into a more senior role, this course is a great way to learn about the field and improve your skills.

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FinTech Entrepreneur

A fintech entrepreneur is someone who starts and runs a fintech company. They need to have a strong understanding of the financial industry, as well as experience in product development and management. This course is a great way to learn about the basics of fintech, as well as the specific challenges and opportunities that fintech entrepreneurs face. Whether you are looking to start your own fintech company or simply want to learn more about the industry, this course is a great option.

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Software Engineer

Software Engineers are responsible for designing, developing, testing, and maintaining software systems. They need to have an understanding of computer science fundamentals, as well as experience with different programming languages and software development tools. This course is a great way to learn about the basics of fintech, as well as the specific technologies that are used to build fintech products. Whether you are looking to start a career in software development or move into a more senior role, this course can help you build the skills you need.

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Data Analyst

Data Analysts collect, clean, and analyze data to help businesses make better decisions. They need to have strong analytical skills, as well as experience with data analysis tools and techniques. If you are interested in entering the field of data analysis, this course is a great way to learn about the specific ways that data is used in the fintech industry. You will also learn the different methods that can be used to analyze and interpret this data.

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Financial Analyst

Financial Analysts use financial data to make sound investment decisions. They need to be familiar with financial markets and accounting principles, as well as have a strong understanding of mathematics and statistics. This course may be useful for you if you are interested in entering the field of financial analysis. It will help you build a foundation in financial technology, as well as the specific ways that technology is used in the financial industry.

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Risk Analyst

A Risk Analyst is someone who identifies and evaluates financial risks. They need to have a strong understanding of financial markets and risk management principles, as well as experience with financial modeling and analysis. Risk analysts typically work in the financial industry, where they can help firms and investors to evaluate and manage their risks. This course may be useful for you if you are interested in entering the field of risk analysis. It will help you build a foundation in financial technology, as well as the specific ways that technology is used in the financial industry.

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Quantitative Analyst

A Quantitative Analyst uses mathematical and statistical modeling techniques to analyze financial data. They need to have a strong foundation in mathematics, statistics, and computer science. Quantitative analysts typically work in the financial industry, where they help firms and investors to make better decisions. This course may be useful for you if you are interested in entering the field of quantitative analysis. It will help you build a foundation in financial technology, as well as the specific ways that technology is used in the financial industry.

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Investment Manager

Investment Managers are responsible for investing money for clients, such as individuals, companies, and institutions. They need to have a strong understanding of the financial markets, as well as experience in portfolio management. This course may be useful for you if you are interested in entering the field of investment management. It will help you build a foundation in financial technology, as well as the specific ways that technology is used in the financial industry.

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